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Balanced Estate Planning ModelĀ©

Balanced Estate Planning Model©

Generally speaking, there are three types of assets:

1) Real property – The real estate you own with or without a mortgage.

2) Tangible assets – Items of value such as furniture, art, cars, golf clubs, etc.

3) Intangible assets – Investments such as IRA’s, Securities, Stocks, Annuities, Life Insurance, Market Linked CD’s, Bonds.

At death, all of these items transfer to different people, in different ways, for different reasons.

The Hill and Hill Balanced Estate Planning Model©2011 can be used to evaluate your personal estate planning goals in advance; so you can decide how to pass your assets to the people or charitable organizations that are important to you. Structured properly, this can also help you significantly reduce taxation.


For more information on how we help our clients do this, call our office or use the contact form.